Create a team
Make a team, add coaches, and set how team members share clients.
Where: Web, for admins
A team is a set of coaches, like one gym location. This article covers how to make a team, fill it, and choose how team members share clients. Only org admins can do these steps.
Create a team
Open Admin, then the Staff tab.
Select New Team. The Create New Team window opens.
Enter a Team Name.
Select Submit.
Add coaches to the new team. See the next part.
Add coaches to a team
When a coach joins a team, their clients are added to the team's client list. When a coach leaves a team, those clients leave the list too.
Add from the team
Open Admin, then the Staff tab.
Select Add Coach on the team's header. The Add Coach(s) window opens.
Type in Search and pick the coach from the list.
Pick a Role Type: Team Admin or Coach.
Select Submit.
Add from a coach's row
Open the ... menu on a coach's row outside a team, such as in Unassigned.
Select Add to Team.... The Move [name] window opens, with your teams listed.
Select the team. The coach joins right away.
Move, remove, or change a coach's role on a team
These items are in the ... menu on the coach's row inside the team.
Move to... moves the coach, with their role, to another team.
Remove from Team takes them off the team. They stay in your organization.
Change to Team Admin or Change to Coach changes their role on that team. A team admin shows an Admin tag in the team.
Let every coach on a team see the team's clients
By default, only a team's admins see the clients shared with that team. Team Client Sharing lets every coach on a team see and edit those clients, without making them team admins.
Open Admin, then the Settings tab.
Find Team Client Sharing under Feature Toggles.
Switch it on.
Read the warning, Expand access across this location? It says every team member can view and edit these records.
Select Enable team-wide access. Select Cancel to keep it off.
The change applies right away. Switch it off to go back. Turning it off needs no confirmation.
Put coaches' personal profiles in a shared team
A personal profile is a coach's own profile, marked Self. Coaches use it to practice assessments. Pick one team to hold all of them so its members can practice together.
Open Admin, then the Settings tab.
In Feature Toggles, find Personal profiles for Coaches (it uses your staff label).
Open Default profile team. Pick a team, or pick No shared team.
Select Save profile team. You see "Profile team saved."
Common questions
It says "Team Limit Reached."
Your organization reached its team limit. The window says "Contact us to increase your limit." Contact support to raise it.
How do I rename a team?
On the Staff tab, select the ... on the team's header. A window opens with the team name. Change the Team name and select Save changes.
How do I delete a team?
Select the ... on the team's header. In the window, open its ... menu and select Delete team. Then select Delete. The window says "The team is removed. Its coaches and clients stay in your organization."
It says "Move the team's profiles and change its default profile setting before deleting it."
The team still holds profiles, or it is your Default profile team. Move those profiles to another team. Then pick another team or No shared team under Default profile team. Then delete the team.
How do I find a team?
Use Search Teams on the Staff tab.
Can a coach be on more than one team?
Yes.
Where are coaches that are not on any team?
In the Unassigned section at the top of the Staff tab. A new coach you add with no team lands there.
Do clients disappear from the coach if I remove the coach from a team?
No. The coach keeps their clients. The clients leave the team's client list.
What can coaches see once Team Client Sharing is on?
They can view and edit clients shared with their team. Admin-only settings stay restricted. Team admins keep their role.
Does the personal profile team change what coaches can do?
No. Coaching permissions stay the same. Profiles that use the previous default move with this setting.